Donor Advised Funds

Are simple, tax-smart investment opportunities for charitable giving. It works like a personal, charitable checking account at THE FOUNDATION. You contribute cash, securities, or other appreciated assets; you may be eligible for a current year tax deduction, and you can be more strategic about your giving decisions. You recommend all distributions during your lifetime and leave the remainder to your children, grandchildren or to THE FOUNDATION for distribution after your death as part of your legacy.

Jeff Kirshenbaum“For as little as $2,500, you can open a Donor-Advised Fund. It’s an efficient and time-saving way to make campaign gifts and donations in the Jewish or general community.”

- Jeff Kirshenbaum

 

For more information, call Amy Bernstein Shivvers at 402-334-6466.

Features & Benefits

Already have a Donor-Advised Fund?